Campaign set up

The Setup tab is the starting point for your campaign. All of the options you choose here dictate what features and tabs are available for this campaign. You can return to this tab and change the main campaign options at any point, right up until sending.

Details

Enter a name for your campaign in the Name input field, this is what your campaign will be displayed as in all parts of the platform.

Engagement category

If you are using engagement categories, start typing the category you want to use. A dropdown of the existing engagement categories in the project is displayed, select the one you want to assign to this campaign.

To review the engagement category setup in detail and ensure it's correct, click on Expand settings.

Channels

Select the messaging channels for this campaign (you can choose more than one). Each channel will have its own tab for specific settings and content.

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Using multiple channels

When selecting channels to use in a campaign, you can combine them for the best audience coverage. For example, use push notifications as a primary channel with SMS as a fallback channel, by setting the SMS message to be sent only to users not subscribed to push notifications.

Split tests

For more information about variants, please see our dedicated guide.

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It's recommended to not set more than 7 variants and a Control Group.

Multi-language support

The Multi-language option allows you to communicate with your customers using different languages depending on the end-user's language preferences (e.g., address your French users in French, and your German users in German). 

Selecting this checkbox will create a new section called Set languages where you choose language variants to include in your campaign. To add a new language, all you have to do is click the + Add language button and select the desired language.

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Multi-language compatible campaign types

Multi-language support is available on all campaign types except for emails within multi-stage journeys. For further details, refer to our dedicated user guide on message actions here.

Each channel tab in your campaign has content sections for each language added.

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It's recommended to not set more than 18 language variants.

Fetch dynamic content

If you have a content feed with news stories or other forms of content, such as individual product recommendations, you can make this available in your messages by enabling the fetch dynamic content option. Including dynamically generated content in campaigns details the setup needed.

Goal conversion

Select this checkbox to set goals for this campaign.

Campaign goals can be tag hits, event hits, or event hits with a specific value. These goals define the objective of the campaign, such as subscribing to additional communications, redeeming a promotion, or making a deposit. Users who successfully achieve the campaign goal are tracked as conversions.

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Event-based goals

This option is not enabled by default. If you wish to create goals based on event hits, contact us.

Select your goal option from the initial dropdown menu and begin typing the name of the tag or event corresponding to the chosen goal. As you type, a list of tags/events containing the entered text will be displayed for you to choose from.

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Using tag hits as campaign goals

Tag hits utilised as goals are device-based, as they are collected from device activity. Therefore, tag hits are suitable for campaigns using device-based channels (web push, mobile push, in-app, and on-site). Tags imported, updated via API, or user profile tags (attributes) do not function as campaign goals.

A drop list is presented with the following time comparisons:

• Within: enter the number of days, hours, or minutes for this goal to be reached.
• In date range: Select the from/to date range for this goal to be reached.

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Combining tags & events

Goals based on tag hits are device-based while goals based on event hits are profile-based. Combining them in the goal conversion setting may provide inaccurate results so they shouldn't be combined.

Conversions are shown in campaign analytics (also both in campaign comparison and on a single-stage campaign overview).

Cancel journey

This option is only applicable to multi-stage journeys.

It allows a user to finish a journey upon reaching a specific event or an event with particular properties after they have entered the journey. To use this option, start typing the event that will trigger the early journey cancellation and select it from the dropdown. Enable the slider if you wish to set additional cancellation criteria.

The number of users who were cancelled from the journey and ended it early will be listed in the journey campaign analytics for the Start and Delay nodes. It is also possible to use the external API to target specific users and make them finish a journey.